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CONTINUING DISCLOSURE AGREEMENT
This Continuing Disclosure Agreement (the Disclosure Agreement) is executed
and delivered by the Monterey Regional Waste Management District (the District) and The
Bank
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How to fill out continuing disclosure agreement
How to fill out continuing disclosure agreement:
01
Read the agreement carefully: Start by thoroughly reading the continuing disclosure agreement to understand its terms and requirements. This will ensure that you provide accurate and complete information.
02
Gather necessary information: Collect all the relevant financial and operational data required to complete the disclosure agreement. This may include financial statements, bond information, project status updates, and any other pertinent information.
03
Provide accurate information: Fill out the disclosure agreement with accurate and up-to-date information. Be sure to double-check the accuracy of all the data you provide to avoid any potential discrepancies or misrepresentations.
04
Include any necessary attachments: Some continuing disclosure agreements may require you to attach additional documents, such as annual financial statements or official statements. Make sure to include all the necessary attachments as specified in the agreement.
05
Seek legal advice if needed: If you are unsure about any aspect of the disclosure agreement or if you have any legal concerns, it is recommended to seek legal advice before signing and submitting the agreement. An attorney specializing in municipal finance or securities law can guide you through the process and address any concerns you may have.
Who needs continuing disclosure agreement:
01
Municipalities: Municipalities or local governmental entities often need to enter into continuing disclosure agreements when issuing bonds or securities to provide ongoing financial and operational information to potential investors.
02
Issuers of bonds or securities: Any organization or entity that issues bonds or securities, including corporations or non-profit organizations, may need to fill out a continuing disclosure agreement to comply with regulatory requirements and provide transparency to investors.
03
Financial professionals and underwriters: Financial professionals, such as investment bankers or underwriters, may also be required to fill out continuing disclosure agreements to ensure compliance with securities laws and regulations.
Overall, anyone involved in the issuance or trading of bonds or securities, as well as entities responsible for providing ongoing financial information to investors, may need to fill out a continuing disclosure agreement.
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What is continuing disclosure agreement?
Continuing Disclosure Agreement is a contract between a municipal issuer and investors that requires the issuer to provide ongoing financial and operating information.
Who is required to file continuing disclosure agreement?
Municipal issuers who have issued bonds in the municipal securities market are required to file continuing disclosure agreements.
How to fill out continuing disclosure agreement?
Continuing disclosure agreements can be filled out by following the instructions provided by the Municipal Securities Rulemaking Board (MSRB) and submitting the required information online.
What is the purpose of continuing disclosure agreement?
The purpose of continuing disclosure agreements is to provide investors with timely and accurate information about the financial condition and operating performance of municipal issuers.
What information must be reported on continuing disclosure agreement?
Information such as annual financial statements, audited financial statements, operating data, and material events must be reported on continuing disclosure agreements.
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